RAC Strategic Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RAC Strategic Partners is an SEC-registered investment adviser formed in late 2025 that offers retirement income planning, comprehensive financial planning, and fee-based portfolio management. The firm states it will serve individuals, trusts, estates, charitable organizations, corporations and institutional clients, and may recommend or select third‑party managers when appropriate.
The firm generally provides discretionary portfolio management using a tactical allocation approach intended to reduce risk and pursue improved performance, implementing strategies across ETFs, mutual funds, alternative funds, and, when aligned with client mandates, individual securities, options and margin. It also offers outsourced chief investment officer (OCIO) services and ongoing oversight of sub‑advisors, alongside tailored retirement income planning and other non‑investment financial planning advice.
Notable for a newly registered firm that reported no clients or assets at initial filing, RAC Strategic Partners offers fixed‑fee planning options and explicitly provides portfolio management for both individual and institutional clients—features that are less common among firms in its regulatory category. The brochure also discloses outside business activities and a formal Code of Ethics and manager‑selection process intended to mitigate potential conflicts when advising on or recommending third‑party or alternative investments; the firm does not act as a private fund adviser.
Client services
Expertise
Fee options
$2,000 to $10,000 per financial plan, negotiable based on size and complexity
0.5% to 2.0% per annum, varies by type and complexity of strategy and size of account or client relationship
$500 per hour, negotiable in advance
Account minimum: $10,000
Main office
Doral FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Rac Strategic Partners · Rac Strategic Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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